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An issue has been resolved where the Has Active Services column in the Debt Recovery / Received Payments tab incorrectly displayed 'No' for accounts that do have an active service. Pathway: Accounting > Status Management ...
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The Truck Setup screen has been updated to include an Excel Export option. Pathway: Setup > System > Truck ...
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The Customer Portal URL keypath has been added to the Credit Card Expiration notification template . This update is intended to encourage customers to manage their autopay and payment methods directly through the portal, helping reduce inbound...
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A Default Origin dropdown has been added to the Create Inbound Order screen to streamline capturing the material origin, when the Require Source Location setting in Work Type Setup is set to either Require Material Origin or Optional Ma...
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An issue has been resolved that prevented the Site Search from opening for intercompany sites in Division Setup . Clicking the search icon will now correctly display the Site Search popup window. Pathway: Setup > System > Division ...
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A new 'Collection Type Setup' screen has been added under Setup > Accounting . Collection types created here will populate the Collection Type drop down on the following screens: Edit Account - New field added to the Account tab Custo...
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When assigning a contact as Primary Billing Contact 2, the system was incorrectly saving them as Primary Billing Contact 1. Pathway: Accounts > Customer Service Screen > Contacts ...
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An issue has been resolved that prevented service records from being generated when processing a price decrease through a contract. ...
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Last Updated: 04/22/2025
in Setup Home Services
The Fuel Rate Index is a surcharge used in the waste industry to adjust pricing in response to fuel cost changes. Typically tied to a published index, such as the EIA (U.S. Energy Information Administration) diesel average, it allows companies to ...
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An inconsistency in password length validation between the Enter New Password and Confirm New Password fields has been corrected. Both fields now enforce a maximum length of 100 characters. Pathway: Customer Portal ...